Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 | |
CAPITAL ADVISORS LTD LLC | SHS BEN INT | 552 | $4,000 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | SHS BEN INT | 553 | $3,964 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 164 | +Inf | 12-31-2018 |